See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,895 | $97,757+19.6% | $83,848+39.4% | $135,375-13.7% |
| Participation rate | 78.6% | 80.0%-1.4pp | 76.1%+2.4pp | 82.6%-4.1pp |
| Annual return | -5.39% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $5,665 | $4,222+34.2% | $3,631+56.0% | $4,779+18.5% |
| Participant deferral / active EE | $7,690 | $4,682+64.2% | $4,082+88.4% | $5,609+37.1% |
| Admin fee / account holder | $124 | $6,674-98.1% | $5,478-97.7% | $10,827-98.9% |